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Jensen Huang Is Out. Will Nvidia’s Rivals Cash In?
黄仁勋已离职。Nvidia 的竞争对手会获利吗？
Jensen Huang's resignation from Nvidia forces AI teams to weigh whether rivals can match Nvidia's GPU supply or whether switching vendors risks delays and higher costs.
Judgment
Nvidia’s board must decide whether to keep interim CEO Colette Kress for stability or run a search for a technical visionary, accepting months of strategic ambiguity while rivals court Nvidia’s customers.
Basis
Brian Barrett said Jensen Huang resigned after admitting an affair with an alleged Chinese intelligence asset and after reports of at least two more alleged affairs with Nvidia employees. Zoë Schiffer said Nvidia rules bar relationships with direct reports; she argued the first scandal looked survivable but the second gave the board an excuse to act, and that neither the board nor Huang wanted resignation. Barrett described Colette Kress, at Nvidia since 2013, as a stability-focused CFO rather than a long-term visionary; Schiffer said the board will search for a visionary leader but sees no obvious successor. The mechanism: a second alleged direct-report affair made continued disclosures the board’s main risk, so it traded founder continuity for damage control and an interim CFO.
Unclear The source does not say whether the board will consider Kress for the permanent CEO role or how long the search will take.
Next Watch Nvidia’s next public announcement for whether Colette Kress is named permanent CEO or a formal search is launched.